| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | C/O VERTEX, INC., 2301 RENAISSANCE BLVD, KING OF PRUSSIA | /s/ Lisa Coleman, Attorney-in-Fact | 23 Feb 2026 | 0001249289 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | VERX | Restricted Stock Units | Award | $0 | +269,399 | $0.000000 | 269,399 | 19 Feb 2026 | Class A Common Stock | 269,399 | Direct | F1, F2 |
| Id | Content |
|---|---|
| F1 | Each restricted stock unit represents a contingent right to receive one share of the Issuers Class A Common Stock. |
| F2 | Represents an award of restricted stock units that will vest as to 25% of the amount of shares on each of February 19, 2027, February 19, 2028, February 19, 2029 and February 19, 2030. |